stock research articles
TSMC Announces New Manufacturing Nodes Through 2029 – but No ASML High-NA EUV
At its North America Technology Symposium this week, Taiwan Semiconductor Manufacturing (TSM) debuted its manufacturing process node through 2029. Last year, TSMC announced its A14 process (the Angstrom process naming lines), which will debut in 2028. This year management announced
AI Data Center Optical Networking Revolution – MicroLED Technology Is Coming and Top Stock Opportunities
For decades, the data center industry relied on copper cables for shorter-run interconnects between servers, and fiber optics (light source from a laser like a VCSEL replacing electrical signal over copper) to move data over longer distances. AI and high-performance
Silicon Photonics Stocks Go Wild – Long-Term Investors Should Be Cautious
The next phase of the AI data center buildout, AI inference, has sent two semiconductor sub-industries skyrocketing. Memory chipmakers and silicon photonics started an epic run higher during the second half of 2025, and optimism is high that these companies
Planet Labs — Commercial Space Race of the 2020s Stock Update
While there are several notable differences between the present bull market and the dot-com boom of the 1990s, there is one key commonality: The Earth-based infrastructure boom (AI data centers now, internet infrastructure then) has a corresponding expansion of the
Arm Announces A New AI Chip – Why We’re Watching the Stock From the Sidelines
While most investors were (understandably) worried about geopolitics this week, semiconductor IP (intellectual property) licensing and royalties company Arm Holding (ARM) held its “Arm Everywhere” special event to officially announce a new AI chip. And not just any chip. This
Nvidia Targeting 50% Return of Free Cash Flow — What Investors Should Know
We’re continuing to parse through the extensive information from Nvidia‘s (NVDA) annual GTC event this week. On Tuesday, we wrote about how the acqui-hire of Groq in December could propel the company to a cumulative $1 trillion in revenue from
What Is Sandisk’s HBF (High-Bandwidth Flash)? Should Investors Care About It?
The last couple of years, HBM (high-bandwidth memory) has been all the rage. (See our write-up on HBM here.) HBM was one of the innovations that has helped new AI (like LLMs) get trained in an increasingly efficient manner. AI
Something Big Is Happening: Industrial Lasers and Manufacturing
We briefly called out the industrial laser IDM (integrated device manufacturer) companies a few weeks ago in our deep dive on analog chips used in auto/industrial/power semiconductor applications (video linked above). With a coming uptick in U.S. manufacturing activity —
Time to Cut Losses On The Trade Desk (TTD Stock)?
A year ago, we outlined why we were still optimistic about The Trade Desk (TTD) — assuming earnings results were positive through at least a couple quarters in 2025. The Trade Desk Flops — Is the Company In Trouble? Time
Something Big Is Happening — Analog Devices Signals New Wave of Growth
We left off the first half of this series awaiting earnings from one of the industry’s big names: Analog Devices (ADI). We now have ADI’s Q1 fiscal 2026 in hand (another weird fiscal year, ADI’s Q1 concludes at the end
latest articles
TSMC Announces New Manufacturing Nodes Through 2029 – but No ASML High-NA EUV
At its North America Technology Symposium this week, Taiwan Semiconductor Manufacturing (TSM) debuted its manufacturing process node through 2029. Last
AI Data Center Optical Networking Revolution – MicroLED Technology Is Coming and Top Stock Opportunities
For decades, the data center industry relied on copper cables for shorter-run interconnects between servers, and fiber optics (light source
Silicon Photonics Stocks Go Wild – Long-Term Investors Should Be Cautious
The next phase of the AI data center buildout, AI inference, has sent two semiconductor sub-industries skyrocketing. Memory chipmakers and
Planet Labs — Commercial Space Race of the 2020s Stock Update
While there are several notable differences between the present bull market and the dot-com boom of the 1990s, there is
Arm Announces A New AI Chip – Why We’re Watching the Stock From the Sidelines
While most investors were (understandably) worried about geopolitics this week, semiconductor IP (intellectual property) licensing and royalties company Arm Holding
Nvidia Targeting 50% Return of Free Cash Flow — What Investors Should Know
We’re continuing to parse through the extensive information from Nvidia‘s (NVDA) annual GTC event this week. On Tuesday, we wrote
What Is Sandisk’s HBF (High-Bandwidth Flash)? Should Investors Care About It?
The last couple of years, HBM (high-bandwidth memory) has been all the rage. (See our write-up on HBM here.) HBM
Something Big Is Happening: Industrial Lasers and Manufacturing
We briefly called out the industrial laser IDM (integrated device manufacturer) companies a few weeks ago in our deep dive
Time to Cut Losses On The Trade Desk (TTD Stock)?
A year ago, we outlined why we were still optimistic about The Trade Desk (TTD) — assuming earnings results were